Creating Workflow Automation Rules

What this does

Workflow rules automate actions when specific events happen. For example, automatically send a welcome email when a new contact is created.

When to use it

Create workflow rules to eliminate repetitive manual tasks and ensure consistent follow-up.

Step by step

1. Go to Settings > Automation in the main menu
2. Click + New Rule
3. Choose a Trigger Event (e.g. "Contact Created")
4. Add Conditions to filter when the rule fires:
   • e.g. "Contact Type equals Lead"
5. Add one or more Actions:
   • Send email
   • Create a deal
   • Assign to team member
   • Add a delay
6. Name the rule and click Save
7. Toggle the rule Active

Tips

• Start with simple rules and add complexity as needed
• Use conditions to avoid rules firing on every event
• Test rules by creating a test contact before going live
• You can pause rules without deleting them